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Dynatrace
DT

Overview Fund Activity

538 hedge funds and large institutions have $12.6B invested in Dynatrace in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 142 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+28
Holders Change %
+5.49%
% of All Funds
7.8%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
104
Increased
256
Reduced
142
Closed
72
Calls
$170M
Puts
$89M
Net Calls
+$81.4M
Net Calls Change
-$3.81M

Top Buyers

1
DIG
Dragoneer Investment Group
California
+$213M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$161M
3
JCAM
Jericho Capital Asset Management
New York
+$134M
4
Man Group
Man Group
United Kingdom
+$125M
5
American Century Companies
American Century Companies
Missouri
+$86.2M

Top Sellers

1
TB
Thoma Bravo
Illinois
-$794M
2
Citadel Advisors
Citadel Advisors
Florida
-$356M
3
Morgan Stanley
Morgan Stanley
New York
-$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$192M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
501
JFS Wealth Advisors
Pennsylvania
$5.34K – – –
PFBT
502
Parkside Financial Bank & Trust
Missouri
$4.69K +$2.69K +58 +135%
TSWM
503
Tyler-Stone Wealth Management
Ohio
$4.64K +$4.64K +100 New
CA
504
Continuum Advisory
Idaho
$4.64K +$4.64K +100 New
KFI
505
Key Financial Inc
Pennsylvania
$4.6K – – –
RFG
506
RFP Financial Group
Georgia
$4.55K – – –
OLVIG
507
Oliver Lagore Vanvalin Investment Group
Michigan
$4.51K -$1.39K -30 -24%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$4.18K – – –
LFA
509
LGT Financial Advisors
Texas
$3.95K -$4.23K -91 -52%
BIA
510
Bell Investment Advisors
California
$3.9K – – –
UB
511
UMB Bank
Missouri
$2.97K +$2.97K +64 New
HI
512
Harbour Investments
Wisconsin
$2.83K +$279 +6 +11%
HIA
513
Harbor Investment Advisory
Maryland
$2.79K +$2.79K +60 New
WTC
514
WhitTier Trust Company
Nevada
$2.69K +$2.69K +58 New
JFA
515
JNBA Financial Advisors
Minnesota
$2.46K – – –
NS
516
NBC Securities
Alabama
$2K +$172 +5 +9%
CAL
517
Capital Advisors Ltd
Ohio
$2K +$500 +12 +33%
KA
518
Kozak & Associates
Colorado
$1.89K +$1.89K +39 New
PWMG
519
Prestige Wealth Management Group
New Jersey
$1.72K – – –
IA
520
IFP Advisors
Florida
$1.7K -$90.5K -1,969 -98%
SHIM
521
Stone House Investment Management
Pennsylvania
$1.53K – – –
MG
522
Mather Group
Illinois
$1.48K +$1.48K +27 New
GRP
523
Global Retirement Partners
California
$1.3K -$1.16K -25 -47%
SAM
524
Smartleaf Asset Management
Massachusetts
$1.29K +$46 +1 +4%
SIC
525
SJS Investment Consulting
Ohio
$1.12K -$46 -1 -4%
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